BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$7.62M
2 +$6.42M
3 +$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1 +$6.95M
2 +$6.24M
3 +$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K ﹤0.01%
129
427
$9K ﹤0.01%
230
428
$9K ﹤0.01%
171
429
$8K ﹤0.01%
858
430
$8K ﹤0.01%
630
431
$8K ﹤0.01%
200
432
$8K ﹤0.01%
500
433
$8K ﹤0.01%
+320
434
$7K ﹤0.01%
496
435
$7K ﹤0.01%
111
-1,155
436
$7K ﹤0.01%
185
437
$7K ﹤0.01%
32
438
$6K ﹤0.01%
100
439
$6K ﹤0.01%
316
440
$5K ﹤0.01%
200
441
$5K ﹤0.01%
210
442
$5K ﹤0.01%
96
443
$5K ﹤0.01%
200
444
$5K ﹤0.01%
75
445
$5K ﹤0.01%
100
-100
446
$5K ﹤0.01%
147
447
$4K ﹤0.01%
100
448
$4K ﹤0.01%
29
449
$4K ﹤0.01%
66
450
$3K ﹤0.01%
50